Capital Analysts LLC’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Capital Analysts LLC’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18K	Hold	250	–	–	﹤0.01%	1148
2025 Q4	$15K	Hold	250	–	–	﹤0.01%	1159
2025 Q3	$16K	Hold	250	–	–	﹤0.01%	1116
2025 Q2	$16K	Hold	250	–	–	﹤0.01%	1064
2025 Q1	$16K	Hold	250	–	–	﹤0.01%	1039
2024 Q4	$15K	Hold	250	–	–	﹤0.01%	995
2024 Q3	$14K	Hold	250	–	–	﹤0.01%	965
2024 Q2	$13K	Hold	250	–	–	﹤0.01%	926
2024 Q1	$12K	Hold	250	–	–	﹤0.01%	905
2023 Q4	$11K	Hold	250	–	–	﹤0.01%	890
2023 Q3	$11K	Hold	250	–	–	﹤0.01%	872
2023 Q2	$10K	Buy	+250	New	+$10K	﹤0.01%	824

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Analysts LLC's MLPX Position: Q1 2026 in Review

Capital Analysts LLC held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q1 2026 at 250 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Capital Analysts LLC first reported a position in MLPX in Q2 2023 and has held it in 12 quarters since. 339 funds tracked by Wall St. Rank hold MLPX as of Q1 2026.

Capital Analysts LLC held 250 shares of Global X MLP & Energy Infrastructure ETF worth $18K as of Q1 2026.
Capital Analysts LLC left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q1 2026.
Global X MLP & Energy Infrastructure ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1148 holding.
Capital Analysts LLC first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2023 and has held it in 12 quarters since.
339 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.